SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

Summit Financial, LLC's Holding History (CIK: 0001765536)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 236,813 Value ($000) $10,782 Avg Close — Range —
Q3 2025
Shares 232,433 Value ($000) $10,578 Avg Close — Range —
Q2 2025
Shares 207,802 Value ($000) $8,850 Avg Close — Range —
Q1 2025
Shares 76,815 Value ($000) $2,756 Avg Close — Range —